For Immediate Release.
Milwaukee (Sept 8, 2021). Riverwater Partners, one of the country’s leading ESG investment firms is pleased to announce the addition of Jan Grimm, as a Senior Wealth Advisor on our Wealth Management Team. Jan is a CERTIFIED FINANCIAL PLANNER™ Professional who has been providing clients with her planning expertise for over 20 years. Prior to venturing out and starting her own wealth management practice, Jan held various positions of responsibility with some of the largest wealth management firms, including LPL Financial, Wintrust Wealth Management and Wells Fargo Advisors.
“We are thrilled to have Jan’s depth of experience and passion for serving clients.” said Founder, Adam Peck. “Jan’s personal values and collaborative spirit is well aligned with our company beliefs.” Jan takes a holistic approach in building her client relationships, including taxes, income planning, and investment strategies. “I want to build the best and most successful plans that evolve with my clients and that are based on trust and transparency.” Jan said, adding “It’s about your whole life, not just part of it, and the answers to today’s financial questions are growing in complexity.”
Jan earned her Bachelor of Science in Business Administration, Cum Laude from Michigan Technological University. She has also completed the trust and estate planning coursework with Cannon Financial. She holds the FINRA Series 7, 63 and 66 licenses, as well as being a Life, Health and Accident Insurance Agent in the State of Wisconsin.
Jan and her husband, Jack, are long-time residents of the Town of Merton, and enjoy all the Lake Country area has to offer. She currently serves as a board member for TEMPO® Waukesha. To arrange a private appointment, Jan can be reached at (414) 858-6777 or email@example.com.